Centerpoint Associates provides comprehensive financial serviceswith an emphasis on the client relationship.Our role is to serve and educate our clients so we can create long term financial strategies that produce results

We Believe

Short term economic events should not affect your long term retirement strategy

Clarity on your cash flow is a major factor in determining how financially successful you will be in the future.

Making a significant difference in the lives of our clients is important.

Offering low-cost, globally diversified portfolios, which remain fully invested over time, will yield the best returns.

We can’t control the stock market or tax laws. We can only control how we respond to them

The amount of money saved each year can be more impactful than relying on market based returns.

Open and honest communication is the core of our relationship.

It’s best to collaborate with other advisors to be sure your plan is coordinated with tax changes, estate planning laws, etc.

Focusing on long term results rather than looking for a “quick fix” is in the best interest of our client.

Our main interest is not only taking care of our clients’ money, but taking care of our clients.

This material is intended for general public use. By providing this material, we are not undertaking to provide investment advice for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact one of our financial professionals for guidance and information specific to your individual situation